NFG
ENV

Next Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Next Financial Group’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$11K Buy
+137
New +$11.2K ﹤0.01% 2169

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Next Financial Group's ENV Position: Q4 2021 in Review

Next Financial Group opened a new position in ENVESTNET, INC. (ENV) in Q4 2021: 137 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2169 among its holdings.

256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

  • Next Financial Group held 137 shares of ENVESTNET, INC. worth $11K as of Q4 2021.
  • ENVESTNET, INC. was a new Next Financial Group position in Q4 2021.
  • ENVESTNET, INC. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2169 holding.
  • 256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.